--- title: Woven Platform Switching description: Woven helps you improve client outcomes by consolidating your platforms, quickly and simply. image: https://wovenadvice.com/hubfs/Woven%20Platform%20Switching%20Dashboard.png --- [Skip to content](https://wovenadvice.com/woven-platform-switching#main-content) - ``` 🔄 Checkout Woven's new CIP and investment switching tool- click to learn more ```   - ``` 🔄 Checkout Woven's new CIP and investment switching tool- click to learn more ```   [![Woven-Advice-Primary-Logo-White-text-623x180](https://wovenadvice.com/hs-fs/hubfs/Woven-Advice-Primary-Logo-White-text-623x180.png?width=220&height=64&name=Woven-Advice-Primary-Logo-White-text-623x180.png)](https://wovenadvice.com?hsLang=en) - Solutions Show submenu for Solutions - [Woven Analytics](https://wovenadvice.com/analytics) - [Woven Switch](https://wovenadvice.com/switch) - [Woven CIP Switch](https://wovenadvice.com/investment-switch) - [Acquisitions](https://wovenadvice.com/woven-acquire) - [Insights](https://wovenadvice.com/insights) Show submenu for Insights - [Market Map](https://wovenadvice.com/market-map) - [Blog Insights](https://wovenadvice.com/insights) - [Press](https://wovenadvice.com/woven-in-the-press) - [About](https://wovenadvice.com/about) Show submenu for About - [About](https://wovenadvice.com/about) - [Careers](https://wovenadvice.com/woven-careers) - [Login](https://app.wovenadvice.com/login) Open main navigation Close main navigation - Solutions Show submenu for Solutions - [Woven Analytics](https://wovenadvice.com/analytics) - [Woven Switch](https://wovenadvice.com/switch) - [Woven CIP Switch](https://wovenadvice.com/investment-switch) - [Acquisitions](https://wovenadvice.com/woven-acquire) - [Insights](https://wovenadvice.com/insights) Show submenu for Insights - [Market Map](https://wovenadvice.com/market-map) - [Blog Insights](https://wovenadvice.com/insights) - [Press](https://wovenadvice.com/woven-in-the-press) - [About](https://wovenadvice.com/about) Show submenu for About - [About](https://wovenadvice.com/about) - [Careers](https://wovenadvice.com/woven-careers) - [Login](https://app.wovenadvice.com/login) - [Sign-up](https://wovenadvice.com/signup) [Sign-up](https://wovenadvice.com/signup?hsLang=en) # Consolidate your platforms Analyse and model platform outcomes across your entire client base, and we'll help you switch. [Get started](https://wovenadvice.com/signup?hsLang=en) ![Woven Platform Switching Dashboard](https://wovenadvice.com/hubfs/Woven%20Platform%20Switching%20Dashboard.png) ![Top client savings](https://wovenadvice.com/hubfs/Group%2027430.png) **Improve client outcomes** ## Identify better outcomes for your clients New platforms and rising competition are driving platform fees down. Woven runs instant analysis across all clients' platform assets to uncover savings and deliver demonstrably better outcomes. [Get started](https://wovenadvice.com/signup?hsLang=en) **Improve business efficiency** ## Consolidate your platform distribution The more platforms your firm supports, the greater the drag. Data collection, staff training and supplier due diligence all multiply with every additional provider. Stay independent while cutting waste and giving clients a faster, smarter, more efficient service. [Get started](https://wovenadvice.com/signup?hsLang=en) ![Platform heat map](https://wovenadvice.com/hubfs/Group%2027431.png) ![Client selection](https://wovenadvice.com/hubfs/Screenshot%202025-03-05%20220143.png) **Painless report production** ## Bulk  and batch report production Woven helps you create templated suitability reports in bulk, in an editable format. Simply supply your ideal template or use your target platform's standard wording. There's no substitute for personalised advice - but Woven makes producing reports quick, simple and efficient. [Get started](https://wovenadvice.com/signup?hsLang=en) **No more rekeying** ## Automated Account Opening Woven picks up your data from your back-office system, cleans and tidies it, then sends it to your selected partner platforms - in bulk or one by one. Speak with your platform today to see if they support Woven Platform Switching [Get started](https://wovenadvice.com/signup?hsLang=en) ![Account Opening](https://wovenadvice.com/hubfs/Group%2027433.png) **Woven Advice presents** # Platform Switching Eats Strategy For Breakfast Switching investment platforms is one of the most significant decisions an adviser can make, yet it remains a complex and often painful process. Our latest whitepaper delves into the challenges, inefficiencies, and frustrations financial advisers face when helping clients move platforms - while also uncovering the potential gains and efficiencies that a well-managed switch can unlock. This report goes beyond the theory, offering real-world insights into the qualitative and quantitative benefits of advised platform switching, helping you understand how to drive better client outcomes while streamlining your own operations. Discover how Woven can support you on your platform switching journey - download the full report now. ![Woven Platform Switching Whitepaper ](https://wovenadvice.com/hubfs/Screenshot%202025-03-05%20201313-2.png) ### Download the Whitepaper ![](https://wovenadvice.com/hubfs/Frame%2027.png) ### Make your business more efficient Reporting and supporting 20+ providers across your client base creates business and staff lethargy - it blocks efficiency and growth by scale.  ![](https://wovenadvice.com/hubfs/Frame%2026.png) ### Make your business more attractive for sale Businesses with fewer providers are infinitely more attractive to buyers. Platform switching is an investment in your firm's enterprise valuation. ![](https://wovenadvice.com/hubfs/Frame%2025.png) ### Better outcomes for clients Platform switching where it improves the cost or service outcomes for clients is at the heart of what consumer duty is trying to achieve. Put in the effort and evidence it to the regulator. **Recent Blog Posts** ## Check out our recent posts [![](https://wovenadvice.com/hs-fs/hubfs/image.png?height=200&name=image.png)](https://wovenadvice.com/insights/new-revenue-projection-tool-to-put-growth-in-advice-firm-owners-hands?hsLang=en) [business success](https://wovenadvice.com/insights/tag/business-success?hsLang=en) ### [New revenue projection tool to put growth in advice firm owners’ hands](https://wovenadvice.com/insights/new-revenue-projection-tool-to-put-growth-in-advice-firm-owners-hands?hsLang=en) [![](https://wovenadvice.com/hs-fs/hubfs/Getting%20your%20firm%20data%20ready%20for%20sale.png?height=200&name=Getting%20your%20firm%20data%20ready%20for%20sale.png)](https://wovenadvice.com/insights/how-to-prepare-client-data-for-sale-guide-for-acquiring-advice-firms?hsLang=en) [Operations](https://wovenadvice.com/insights/tag/operations?hsLang=en) ### [How to Prepare Client Data for Sale: Guide for Acquiring Advice Firms](https://wovenadvice.com/insights/how-to-prepare-client-data-for-sale-guide-for-acquiring-advice-firms?hsLang=en) [![](https://wovenadvice.com/hs-fs/hubfs/Screenshot%202025-03-07%20123513.png?height=200&name=Screenshot%202025-03-07%20123513.png)](https://wovenadvice.com/insights/advice-firms-lose-over-517-mn-to-broken-platform-switching-process?hsLang=en) [Operations](https://wovenadvice.com/insights/tag/operations?hsLang=en) ### [Advice Firms Lose Over £517 Mn to Broken Platform Switching Process](https://wovenadvice.com/insights/advice-firms-lose-over-517-mn-to-broken-platform-switching-process?hsLang=en) ## Interested in our Platform Switching Module? Contact us for a demo today [Contact us](mailto:nicky.sevel@wovenadvice.com) [![Woven white small](https://wovenadvice.com/hubfs/Woven%20white%20small.svg "Woven white small")](https://www.wovenadvice.com?hsLang=en) Woven Advice is transforming the tech landscape for IFAs and Wealth Managers using data and AI.  See our [privacy policy.](https://wovenadvice.com/privacy?hsLang=en) [linkedin-in icon](https://www.linkedin.com/company/woven-advice/) [instagram icon](https://www.instagram.com/wovenadvice/) ![Innovate UK logo](https://wovenadvice.com/hs-fs/hubfs/Innovate%20UK%20logo.png?width=155&height=50&name=Innovate%20UK%20logo.png) ![Cyber-Essentials-Logo-1](https://wovenadvice.com/hs-fs/hubfs/Cyber-Essentials-Logo-1.png?width=90&height=50&name=Cyber-Essentials-Logo-1.png) Copyright © 2026, Woven Advice Ltd Woven Advice Ltd is registered in England under company no.14384586Â